Home Equity Loans

Mortgage Refinancing, Home Loans and Euity Lines

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Refinance Fees Tax Deductible

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Should I pay a $1770 fee to refinance a 5.5%,12yr mortgage to a 4.75%,10yr term (Tax Bracket = 28%, P = 127k)?

Assuming that I can invest the money elsewhere to get a 4.5% return (after taxes), I don’t think I will break even if I refinance. Does this sound right? I am assuming that all my mortgage interest payments are tax deductible.

P stands for Principal remaining on mortgage.

Up to you…below is the math

5.5% 12year
$46,767 Total Interest Paid at payoff

4.75% 10year
$32,787.96 Total Interest Paid

I personally would pay the $1,700 to save $14,000 over the course of the loan (assuming you don’t sell or move out)

Your Loan Mod Fee is Now Tax Deductible